+11,636.9%
LIN vs BKR
+470.6%
+11,166.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | +0.1% |
| 7D | +0.3% | -0.4% | +0.8% | +0.3% |
| 30D | +8.0% | -11.6% | +19.7% | +10.8% |
| 3M | +7.7% | -23.4% | +31.1% | +14.2% |
| 6M | +5.1% | -22.9% | +27.9% | +10.7% |
| YTD | +24.7% | +10.2% | +14.5% | +19.6% |
| 1Y | +25.1% | +2.5% | +22.6% | +21.9% |
| 3Y | +36.8% | +53.1% | -16.3% | +18.1% |
| 5Y | +67.9% | +127.1% | -59.3% | +27.0% |
| 10Y | +427.2% | +56.4% | +370.8% | +298.9% |
| All | +11,636.9% | +470.6% | +11,166.3% | +5,484.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling